Copy Templates

Letter Management Guide

Copy Templates

You can create copies of templates as needed. The copy will have the word "Copy" at the end of its name, and you can change the name if needed.

To copy a template:

  1. Go to Letter Management > Template Designer and click the Templates tab.
  2. Search for and select the template from the menu.
  3. Click Copy.
  4. Make any updates to the template details as needed.
  5. Click Save.